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Brittany Riddle

5 Years of Experience
Ponte Vedra Beach, FL
1 DisclosureBroker

Brittany Riddle is a registered investment advisor at Ameriprise Financial Services, LLC, based in Ponte Vedra Beach, FL, with 5 years of industry experience. Brittany operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1,330,280 clients with $560B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
12781 advisors
Number of Clients
1,330,280 clients
Average Client Portfolio
$424K average
Assets Under Management
$564.6B

Fee Structure

Minimum Investment:$2K

Ameriprise Financial Services offers several managed account programs. The fees vary depending on the program selected. These fees include an asset-based fee, which covers investment advisory services and investment management fees. Some accounts may also have an Investments and Infrastructure Support Fee. Clients also pay investment costs, which are the underlying fees related to investment products purchased within the managed account. Additional fees and expenses may be incurred based on the nature of the investments.

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Location

818 A1A N Ste 301, Ponte Vedra Beach, FL, 32082-3298

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History

Regulatory History (1)
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Customer Dispute
November 2023
Denied
Employment History
Current Registrations
Ameriprise Financial Services, LLC
July 2023 - Present · 2 yrs 10 mos
Ameriprise Financial Services, LLCBroker
July 2023 - Present · 2 yrs 10 mos
Ameriprise Financial Services, LLC
July 2023 - Present · 2 yrs 10 mos
Previous Registrations
UBS Financial Services INC.
August 2021 - July 2023 · 1 yr 11 mos
UBS Financial Services INC.Broker
November 2020 - July 2023 · 2 yrs 8 mos
State Registrations21 states
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AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.